Exchange-Traded Funds

Accessible investment vehicles for both financial professionals and individual investors.

Exchange-Traded Funds (ETFs) are publicly traded investment funds that hold a diversified portfolio of securities, packaged into one investment product that trades on a stock exchange.

This makes ETFs accessible investment vehicles for both financial professionals and individual investors. Faith Investor Services (FIS) has partnered with the Knights of Columbus (K of C) to deliver a unique ETF that seeks to allow investors to align their portfolios with their religious values.

Potential Benefits of ETFs

Like Stocks

ETFs trade throughout the day just like stocks do

Lower Fees

On average, ETFs have lower management fees than mutual funds

Tax

Tax efficiency

Diversified

ETFs offer access to a diversified basket of securities packaged into one investable product

Our ETF seeks to help align investment portfolios with their religious beliefs, while aiming to grow capital over the long term.

Potential benefits of the
FIS Knights of Columbus Global Belief ETF

     

Global Reach

Global exposure to dozens of companies whose business practices align with USCCB guidelines around the world.

Experienced Management

Actively managed by the Knights of Columbus Asset Advisors who have a rich history of creating and managing Catholic faith-based investment products.

No Limits

Investors can feel empowered to buy as little or as much of the fund as they want through their brokerage account or by speaking with their financial advisor.

We are proud to partner with Faith Investor Services (FIS) to offer Knights of Columbus members and the broader Catholic community an accessible investment vehicle that provides the opportunity to build long-term wealth while supporting companies whose business practices align with our religious beliefs and traditional values.

Patrick Kelly

Supreme Knight of the Knights of Columbus

How to Invest?

Brokerage Accounts

Online through your brokerage account with access to U.S. stock exchanges

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Financial Advisor

Speak with a Financial Advisor to explore how KOCG may fit with your investing objectives

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Carefully consider investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the KOCG Prospectus available by clicking here. Read all materials carefully before investing.

Fund Risks:
There is no guarantee the Fund’s investment strategy will be successful and you can lose money on your investment in the fund. Shares may trade at a premium or discount to their NAV in the secondary market. The fund is new and has limited operating history to judge.

Market Risk. The prices of securities held by the Fund may decline in response to certain events taking place around the world, including those directly involving the companies whose securities are owned by the Fund; conditions affecting the general economy; overall market changes; local, regional or global political, social or economic instability; and currency, interest rate and commodity price fluctuations. Emerging Markets Securities Risk. The Fund’s investments in emerging markets securities are considered speculative and subject to heightened risks in addition to the general risks of investing in foreign securities. Unlike more established markets, emerging markets may have governments that are less stable, markets that are less liquid and economies that are less developed. Active Management Risk. The Fund is actively managed, which means that investment decisions are made based on investment views. There is no guarantee that the investment views will produce the desired results or expected returns, which may cause the Fund to fail to meet its investment objective or to underperform its benchmark index or funds with similar investment objectives and strategies. Catholic Values Investing Risk. The Fund considers the USCCB Guidelines in its investment process and may choose not to purchase, or may sell, otherwise profitable investments in companies which have been identified as being in conflict with the USCCB Guidelines. This means that the Fund may underperform other similar mutual funds that do not consider the USCCB Guidelines when making investment decisions.

Distributed by Foreside Fund Services, LLC.